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Business People Handshake Greeting Deal Concept

What buyers look for when acquiring a business

Key considerations when advising business-owner clients

Double exposure of businessman using the tablet with cityscape and financial graph which have earth and world map on computer blurred background

Assante launches online platform with WealthBar

The digital service is only for Assante clients

  • By: Staff
  • September 13, 2019 September 13, 2019
  • 10:53
Data Processing as System and Business Informatics

How Canadians feel about AI in financial services

A TD report breaks down the enthusiasm, and the unease

Moving boxes in new house. Real estate concept.

Almost one-quarter of millennials would lie on mortgage applications: Equifax survey

23% also said mortgage fraud is a victimless crime

  • By: Staff
  • September 10, 2019 September 10, 2019
  • 11:55
Emotional Stress, Bankruptcy, Finance

Financial stress is impacting work performance, survey finds

The rising costs of living and overwhelming debt were among the biggest sources of stress

Yatch in ocean

Wealthsimple takes aim at HNW clients with Grayhawk partnership

The firm serving wealthy families will use the Wealthsimple for Advisors platform

  • By: Staff
  • August 15, 2019 August 15, 2019
  • 12:02
term insurance

RRSP vs. TFSA: a classic apples and oranges comparison

Identifying clients’ goals will clarify the choice

Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

As population ages, more Canadians find themselves in caregiving role

Many are making sacrifices to juggle their responsibilities with their daily routines

  • By: Staff
  • August 12, 2019 August 12, 2019
  • 12:27

U.S. healthcare options for Canadians

Accessing coverage is complex, but there are solutions

Advisor’s Edge launches Prosper, a podcast for financial advisors

The program hosted by Bruce Sellery covers practice management issues

  • By: Staff
  • August 1, 2019 August 1, 2019
  • 16:00
Beautiful setting for outdoors wedding ceremony

Saying ‘I do!’ to a financial plan

How to get your clients to commit

Financial or investment time counting with hourglass or sandglass and stack of coins on wooden table with white background.

Pension or commuted value: 7 criteria to make the decision

Help clients who have changed employers

Emotional Stress, Bankruptcy, Finance

Canadian consumer insolvencies on the rise

Data from May show an 8.6% year-over-year increase

  • By: Staff
  • July 4, 2019 July 4, 2019
  • 10:55

Robo-advisor Smart Money for Her targets women

The platform incorporates assumptions such as longer life expectancy and different career paths

  • By: Staff
  • June 25, 2019 June 25, 2019
  • 12:09

Senate committee urges feds to develop open banking framework

A report called for a registry of third-party providers and an innovation sandbox

  • By: Staff
  • June 21, 2019 June 21, 2019
  • 12:34

Survey finds millennial dissatisfaction with self-directed investment firms

More than one-quarter of the young cohort are thinking about changing firms, J.D. Power says

  • By: Staff
  • June 19, 2019 June 19, 2019
  • 11:42

Presenting an impactful financial plan

Five steps for success

Retirees want more than investment tips from advisors: survey

Plus, how a financial plan impacts a client's retirement outlook

  • By: Staff
  • June 24, 2019 June 24, 2019
  • 13:03

Do you really know how to express empathy to clients?

Connect with clients more effectively with these tips from STEP Canada

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 March 19, 2019
  • 00:00

Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.